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First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF

429 hedge funds and large institutions have $4.5B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 187 increasing their positions, 145 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 20

29% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 145

8% more funds holding

Funds holding: 396429 (+33)

7% more capital invested

Capital invested by funds: $4.22B → $4.5B (+$279M)

0.35% more ownership

Funds ownership: 78.39%78.74% (+0.35%)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

Holders
429
Holders Change
+33
Holders Change %
+8.33%
% of All Funds
5.22%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.37%
New
62
Increased
187
Reduced
145
Closed
20
Calls
$250K
Puts
Net Calls
+$250K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
401
Rothschild Investment LLC
Illinois
$16.7K
FGAM
402
Financial Gravity Asset Management
Texas
$16.7K -$116K -2,329 -87%
CVM
403
Cheviot Value Management
California
$12.8K
FCAS
404
First Command Advisory Services
Texas
$12.2K +$12.2K +244 New
SS
405
Sunbelt Securities
Texas
$11.8K -$1.4K -28 -11%
MCA
406
McGuire Capital Advisors
Oklahoma
$10.1K +$10.1K +203 New
CFB
407
Cullen/Frost Bankers
Texas
$7.91K -$5.75K -115 -42%
KCM
408
Key Capital Management
Tennessee
$7.9K +$7.9K +158 New
CP
409
Camelot Portfolios
Ohio
$7.7K +$7.7K +154 New
HFS
410
Hantz Financial Services
Michigan
$7K +$6.75K +135 New
AW
411
Avion Wealth
Texas
$6K
CAL
412
Capital Analysts LLC
Pennsylvania
$6K
CW
413
Curio Wealth
Maryland
$5.01K
KFG
414
Kingdom Financial Group
Arizona
$4.31K +$4.3K +86 New
ANBT
415
American National Bank & Trust
Texas
$3.75K -$10.2K -204 -73%
AG
416
AmeriFlex Group
Nevada
$3.55K -$3.55K -71 -50%
ME
417
McIlrath & Eck
Washington
$3.1K +$100 +2 +3%
IWM
418
IMG Wealth Management
Florida
$2.81K
TC
419
Trust Company
Kansas
$2.31K +$2.3K +46 New
CJ
420
Caitlin John
Michigan
$2.05K
CA
421
Clearstead Advisors
Ohio
$1.81K
SL
422
Salomon & Ludwin
Virginia
$1.8K -$50 -1 -3%
ECA
423
Elevated Capital Advisors
Utah
$700 +$700 +14 New
BNP Paribas Financial Markets
424
BNP Paribas Financial Markets
France
$650 -$3.25K -65 -83%
TRCT
425
Tower Research Capital (TRC)
New York
$400 -$50 -1 -11%